IT
MWR.CL

Investors Trust’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History

Investors Trust’s Portfolio MWR.CL Stock Details MWR.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-56,000
Closed -$1.39M – 100
2013
Q4 		$1.39M Buy
+56,000
New +$1.35M 1.08% 35

Other funds holding MWR.CL

DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Investors Trust's MWR.CL Position: Q1 2014 in Review

Investors Trust sold out of MORGAN STANLEY CAPITAL TRUST III (MWR.CL) in Q1 2014, closing a stake of 56,000 shares — an estimated $1.39M sold.

Investors Trust first reported a position in MWR.CL in Q4 2013 and held it in 1 quarter. The position peaked at $1.39M in Q4 2013. 10 funds tracked by Wall St. Rank hold MWR.CL as of Q1 2014.

  • Investors Trust reported no remaining MORGAN STANLEY CAPITAL TRUST III position as of Q1 2014 after selling out during the quarter.
  • Investors Trust sold 56,000 MORGAN STANLEY CAPITAL TRUST III shares in Q1 2014, an estimated $1.39M.
  • Investors Trust first reported a position in MORGAN STANLEY CAPITAL TRUST III in Q4 2013 and held it in 1 quarter.
  • Investors Trust's MORGAN STANLEY CAPITAL TRUST III position peaked at $1.39M in Q4 2013.
  • 10 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST III as of Q1 2014.

Based on Investors Trust's 13F filing for Q1 2014, filed 15 May 2014.